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  1. #2431
    Speedy Az winner69's Avatar
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    Quote Originally Posted by babymonster View Post
    the sp is in red... gees.... the market is hard to please...

    Beagle was saying guidance iscessentially a profit downgrade of sorts

    Market may think so as well

    Hope it doesn’t do a BWX (ASX) Reported huge growth in earnings because of acquisitions and share price went down 30% odd
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #2432
    Speedy Az winner69's Avatar
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    Never like seeing this as part of the Cash Flow Statement for companies that are pretty highly leveraged

    Make of it what you want
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    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #2433
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    Quote Originally Posted by winner69 View Post
    Never like seeing this as part of the Cash Flow Statement for companies that are pretty highly leveraged

    Make of it what you want
    I think you know winner that that is only a problem if it happens repeatedly, not when theyve just made an acquisition where a chunk of debt was drawn

  4. #2434
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Arbroath View Post
    I think you know winner that that is only a problem if it happens repeatedly, not when theyve just made an acquisition where a chunk of debt was drawn
    Only minor acquisition spend in H1 ....all the big spend was in F17

    And over the last two and half years dividends have exceeded free cash flow (excluding acquistions)
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #2435
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    Only minor acquisition spend in H1 ....all the big spend was in F17

    And over the last two and half years dividends have exceeded free cash flow (excluding acquistions)
    Interesting...bet ya most people didn't know that ! No wonder they encourage the dividend reinvestment plan with a 2% discount. Dividends only partially imputed.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  6. #2436
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    Quote Originally Posted by minimoke View Post
    I'm a little disappointed with the muted response so far today. Never mind, ATM and SML keeping me happy.
    good result and happy LT holder, but reckon most of it was already priced in eh mini

  7. #2437
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    Quote Originally Posted by Filthy View Post
    good result and happy LT holder, but reckon most of it was already priced in eh mini
    Cant complain.
    I'm 24% up on when I bought for Portfolio #2 3 months ago.

  8. #2438
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    why dropped today? Is there any problem with the interim report?

  9. #2439
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Justin View Post
    why dropped today? Is there any problem with the interim report?
    Bit of a profit downgrade .....or if glass half full a disappointing guidance number

    Otherwise all honky dory
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #2440
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    Bit of a profit downgrade .....or if glass half full a disappointing guidance number

    Otherwise all honky dory
    I think the real problem is the company has a long history of guiding upwards at the half year mark and this time excluding the already priced in recurring U.S. tax benefits for the first time in years they effectively guided downwards on a net operating profit basis. I can certainly understand the markets disappointment with that.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

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